Gregory Shaw
H&s Tax and Wealth Advisors · Red Bank, New Jersey
Gregory Shaw is a fee-only financial advisor at H&s Tax and Wealth Advisors in Red Bank, New Jersey, who holds the CFP credential. H&s Tax and Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Gregory →
Facts
| Firm | H&s Tax and Wealth Advisors |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $67.8M across 176 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 2985222 |
| Exams passed | Series 63 (1998) · Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hstaxwealth.com |
| Profile |
How Gregory's firm compares
- H&s Tax and Wealth Advisors's average account is about $385,000, from its Form ADV (assets managed divided by 176 accounts).
Request an introduction to Gregory
Tell Gregory a little about what you're looking for. Gregory isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gregory
Is Gregory Shaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and H&s Tax and Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, H&s Tax and Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gregory Shaw based?
Gregory Shaw is based in Red Bank, New Jersey.
What credentials does Gregory Shaw hold?
Gregory Shaw holds the CFP credential.
Is Gregory Shaw registered with the SEC?
Yes. Gregory Shaw is registered as an investment adviser representative in NJ (CRD 2985222), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does H&s Tax and Wealth Advisors manage?
H&s Tax and Wealth Advisors reports $67.8M across 176 accounts in assets under management.
How do I contact Gregory Shaw?
Through Gregory's website, www.hstaxwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Red Bank
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.